〖亿欧智库 报 # (亿欧智库 序言 在数字经济与智能技术蓬勃发展的浪潮下，智能传感器作为连接物理世界与数字世界的核心枢纽，正深 度融入千行百业，成为驱动各领域创新变革的关键力量。从具身智能的多模态传感融合，到低空经济的高精 度感知，从自动驾驶的爆发式需求，到工业互联网的智能化升级，从可穿戴设备的健康监测革命，到元宇宙 的沉浸式体验构建,再到智能家居与建筑的智慧化转型等,智能传感器在众多新兴应用场景中展现出强劲的 市场活力与广阔的发展前景。 正是在这样的产业背景与发展趋势下，我们聚焦智能传感器的新兴应用场景与市场机遇，为加快遴选、 培育一批研发能力强、发展潜力大的智能传感器企业，智能传感器50人论坛联合亿欧智库推出"2025 Sensor Top 50榜单"。此榜单不仅是对当前智能传感器行业的一次全面梳理和深入洞察，更是对行业内综 合实力强、创新能力领先、发展潜力大的企业的一次集中展示和认可。通过这一榜单的发布，我们旨在激发 市场活力，引导资本关注，促进技术交流与合作，为我国智能传感器产业的蓬勃发展注入新的强劲动力。 亿欧智库 https://www.iyiou.com/research Copyright ...

Core Viewpoint - The article highlights the significant progress made by Tianjin in promoting coordinated development within the Beijing-Tianjin-Hebei region during the 14th Five-Year Plan period, showcasing advancements in transportation, industry collaboration, and innovation. Group 1: Transportation and Connectivity - The introduction of customized buses and the completion of multiple high-speed rail lines have enhanced daily commuting and connectivity between Tianjin and Beijing, establishing a half-hour commuting circle and a 1 to 1.5-hour transportation network among major cities in the region [1][5][8]. Group 2: Industry Collaboration - Tianjin has successfully established 12 national key laboratories in collaboration with research institutions from Beijing and Hebei, facilitating innovation in core technologies such as smart sensors [4][5]. - The city has initiated two batches of high-precision "industrial foundation" projects, focusing on breakthroughs in critical areas like automotive-grade chips and humanoid robots, with over 170 key component manufacturers now integrated into the supply chains of major automotive companies [5][6]. Group 3: Economic Development and Innovation - The establishment of the headquarters of China Resources Recycling Group in Tianjin and the registration of over 3,900 companies in the Tianjin High Education Science and Technology Park reflect the city's efforts to attract high-quality development and foster a vibrant entrepreneurial ecosystem [7][9]. - Policies facilitating mutual recognition of qualifications and social security between Beijing and Tianjin have alleviated concerns for startups, enhancing the region's attractiveness for innovation and talent [9]. Group 4: Future Directions - The Tianjin government aims to deepen integration with the Beijing-centered world-class city cluster and enhance its appeal for high-end resources, while also focusing on the introduction of advanced technologies and talent from Beijing to boost regional innovation capabilities [6][9].

Market Overview - The global smart sensor market reached $47.21 billion in 2023 and is projected to grow to $57.25 billion by 2025, with a compound annual growth rate (CAGR) exceeding 12% over the next three years[17] - China's smart sensor market is expected to reach ¥179.87 billion by 2025, with a five-year CAGR of 15.96%, potentially exceeding ¥340 billion by 2030[17] Industry Significance - Smart sensors are recognized as a strategic emerging industry, essential for the digital transformation of various sectors, including industrial automation and artificial intelligence[11] - The development of smart sensors is crucial for enhancing supply chain security and enabling the transformation of numerous industries through precise data perception[11] Technological Trends - Innovations in materials, such as third-generation semiconductors (GaN, SiC), are driving performance improvements in smart sensors[83] - The integration of artificial intelligence (AI) into smart sensors is enhancing their decision-making capabilities, allowing for real-time data processing and predictive maintenance[86] Policy and Support - The Chinese government has implemented a comprehensive policy framework to support the smart sensor industry, including tax incentives and funding for research and development[21] - Local governments are actively promoting the establishment of smart sensor industrial clusters, particularly in regions like the Yangtze River Delta and Pearl River Delta[32] 2025 Sensor Top 50 - The "2025 Sensor Top 50" list highlights 50 leading smart sensor companies, showcasing their innovation and market potential[42] - The selected companies represent a diverse range of products, including pressure sensors, optical sensors, and biological sensors, with a total valuation exceeding ¥18 trillion[42]

Core Insights - The event "Shenzhen Entrepreneurs' Day" in Guangming District emphasized the importance of collaboration between government and businesses, showcasing a platform for entrepreneurs to share insights and foster relationships [1][2][3] Group 1: Entrepreneurial Engagement - The "Autumn Ming Tea Talk" facilitated open discussions between entrepreneurs and government representatives, creating a relaxed atmosphere for sharing ideas and seeking collaboration opportunities [2] - Entrepreneurs expressed confidence in their businesses, highlighting significant market shares and upcoming product launches, indicating a robust entrepreneurial spirit in Guangming [2] Group 2: Government Support and Services - Guangming District is committed to optimizing the business environment, promoting a comprehensive service system for enterprises, and enhancing financial and talent services [3][5] - The district has deployed 588 officials to support 3,927 enterprises, demonstrating a proactive approach to addressing business needs and concerns [5] Group 3: Economic Growth and Industrial Development - Guangming's GDP has averaged a growth rate of 10% since the 14th Five-Year Plan, surpassing 170 billion yuan, with significant contributions from strategic emerging industries [7] - The district hosts 35 listed companies and over 10,000 enterprises, forming a solid foundation for high-quality development [7] Group 4: Recognition of Outstanding Enterprises - The event highlighted five major lists of benchmark enterprises, including 24 new "Little Giant" companies and 31 unicorns, showcasing the district's innovative capabilities [9] - The recognition of these enterprises underscores their role as key drivers of innovation and economic growth in Guangming [9] Group 5: Future Opportunities in Science and Technology - Guangming Science City is positioned to become a hub for emerging industries, with significant investments in research facilities and talent development [10][11] - The collaboration between scientific innovation and entrepreneurial spirit is expected to yield substantial advancements and opportunities for businesses in the region [13]

Core Insights - The fourth Sensor and Application Technology Conference was held in Shenzhen, where eight industry projects were signed, enhancing the smart sensor industry chain in the Guangming District [1][6] - Guangming District has over 160 smart sensor companies, with the industry cluster expected to exceed 18 billion yuan this year [2][10] - The conference gathered experts and showcased innovations from various sectors, emphasizing the importance of smart sensors in the future of information technology [2][3] Industry Development - The smart sensor industry is a key component of Guangming's "3+3+1" industrial cluster, which is crucial for the region's economic growth [2][10] - The conference featured discussions on accelerating the integration of the sensor industry chain to promote smart industry development, highlighting Guangming's supportive policies and collaborative platforms [3][6] - Guangming District is implementing measures to enhance innovation capabilities and support the growth of enterprises within the smart sensor sector [7][10] Future Projections - The smart sensor industry cluster in Guangming is projected to exceed 18 billion yuan by 2025, with significant growth from just 15 companies in 2021 to over 160 currently [10] - The establishment of a 5 billion yuan Shenzhen smart sensor industry fund and the creation of a Bay Area division of the China Sensor and IoT Industry Alliance are key developments [10] - The region is positioning itself as a hub for smart sensor applications, with numerous companies and universities collaborating to drive innovation and meet industry demands [10]

Core Insights - The event "Shenzhen Entrepreneurs' Day" in Guangming District emphasized the importance of fostering a new type of government-business relationship through open dialogue and collaboration [1][2] - Guangming District is committed to optimizing the business environment and enhancing services for enterprises, showcasing significant achievements in economic growth and industrial development [4][8] Government-Business Relationship - The "Autumn Ming Tea Talk" facilitated a relaxed atmosphere for entrepreneurs and government representatives to engage in sincere communication, promoting a "亲""清" (friendly and clean) relationship [2] - This initiative is seen as a hallmark of Guangming District's approach to soliciting feedback and advice from the business community [2] Economic Development - Guangming District has experienced an average GDP growth of 10% since the 14th Five-Year Plan, surpassing 170 billion yuan, with significant contributions from strategic emerging industries [8] - The district is home to 35 listed companies, over 1,000 specialized and innovative enterprises, and more than 100,000 businesses, forming a robust foundation for high-quality development [8] Entrepreneurial Spirit - Entrepreneurs in Guangming are characterized by a spirit of resilience, innovation, and a willingness to explore new fields, which was highlighted during the conference [9][10] - The event showcased the achievements and aspirations of local entrepreneurs, reinforcing their role as key drivers of regional development [12] Recognition of Benchmark Enterprises - The conference unveiled five major lists of benchmark enterprises, including 24 new specialized "little giant" companies and 31 unicorn enterprises, reflecting the district's commitment to innovation and excellence [12] - These recognitions serve to highlight the innovative capabilities and competitive strengths of Guangming's business landscape [12] Future Opportunities - Guangming Science City is positioned to become a hub for emerging industries and innovation, inviting entrepreneurs to collaborate on national technological advancements [13][15] - The district's scientific infrastructure and talent pool are expected to foster significant breakthroughs and industrial transformations in the coming years [15] Conclusion - The "Shenzhen Entrepreneurs' Day" event successfully created a platform for collaboration between government and businesses, aiming to enhance Guangming's status as a leading center for industrial and technological innovation [17]

Core Insights - The second Manufacturing Intelligent Solutions Innovation Competition's smart sensor innovation track semi-finals took place in Wuxi during the "2025 Intelligent Sensor (Wuxi) Innovation Development Conference" [1] - Smart sensors are recognized as the "nerve endings" of the Internet of Things and a core foundation for the deep integration of the digital economy and the real economy [2] Group 1 - The event featured a prominent opening ceremony with key representatives from the Mechanical Industry Instrumentation Comprehensive Technology Economic Research Institute and various government officials [2] - A keynote report titled "Analysis and Trends of Sensor and Instrument Innovation Development" was presented by Wang Linkun, the Executive Deputy Director of the hosting organization [2] Group 2 - The semi-finals showcased 50 top teams from major research institutions, tech companies, and universities competing in areas such as micro-nano sensing technology and intelligent sensor network technology [3] - After rigorous evaluation by experts, 20 projects advanced to the finals based on their technological breakthroughs and clear market prospects [3] Group 3 - A concluding seminar was held, featuring discussions among industry experts, local government leaders, and representatives from the qualifying teams [4] - The event included the presentation of certificates to the teams advancing to the finals, along with insightful reports from invited experts [4] - The national finals and awards ceremony are scheduled to take place in Chongqing later this year, alongside a series of related events [4]

Core Insights - Shenzhen has released a list of high-demand positions in nine key industries, signaling a strong talent demand in sectors such as ultra-high-definition video, intelligent sensors, robotics, high-performance materials, and healthcare [1][2] - This is the third batch of high-demand positions released since the initial list in July 2024, with a total of 19 key industries now identified [1] Group 1: Characteristics of the Talent Demand List - The list uniquely combines "high-end" and "scarcity" in talent needs, focusing on market and industry demands, which sets Shenzhen apart from other regions that primarily emphasize scarcity [2] - It integrates both quantitative and qualitative assessments through data analysis and algorithmic modeling to compile the high-demand positions [2] - The evaluation method includes "job profiling," which uses salary and experience as key indicators, ensuring that market compensation is a rigid standard while allowing for dynamic adjustments based on market needs [2] Group 2: Incentives for Talent Acquisition - Human resource service agencies can receive a one-time reward of up to 100,000 yuan for each high-end talent they introduce from the list, with a maximum annual reward of 300,000 yuan per agency [3] - The fourth batch of high-demand positions is currently being researched, targeting industries such as digital creativity and high-end equipment, with plans to release it in the fourth quarter [3]

Core Insights - Shenzhen has released a list of high-demand positions in nine key industries to attract talent, including ultra-high-definition display, intelligent sensors, robotics, high-performance materials, cutting-edge new materials, high-end medical devices, health care, and cell and gene technology [1] Industry and Company Summary - The recent announcement marks the third batch of high-demand positions since the initial release of the "20+8" key industry list in July 2024, indicating a continued focus on talent acquisition in critical sectors [1] - To date, Shenzhen has published a total of 19 high-demand position lists across key industries such as semiconductors and integrated circuits, biomedicine, and artificial intelligence, reflecting the city's strategic emphasis on these sectors [1]

Core Viewpoint - SUTENG JUCHUANG (02498) has seen a stock price increase of over 4%, currently trading at 36.7 HKD with a transaction volume of 1.52 billion HKD, driven by the upcoming launch of its new product AC2 at the IROS 2025 conference [1] Group 1: Product Launch and Features - The International Conference on Intelligent Robots and Systems (IROS 2025) will take place from October 19 to 25, 2025, at the Hangzhou International Expo Center, where SUTENG JUCHUANG will officially launch its latest product, the Active Camera series AC2 [1] - The AC2 series features a significantly reduced size compared to the AC1 series, with dimensions comparable to widely used stereo vision sensors, offering millimeter-level distance measurement accuracy and robust RGBD data [1] - The AC2 product has upgraded SPAD chips and integrates AI-ready algorithm software stacks, creating a closed-loop system of "chip solution-ecosystem-product" to provide suitable products for various customer scenarios [1] Group 2: Market Applications and Growth Potential - The AC series products are applicable in multiple fields, including automotive, robotics, and consumer electronics, indicating a broad market potential [1] - The second growth curve for incremental components in robotics is expected to see significant expansion, driven by the capabilities of the AC series [1]